Cap Group Core BalancedCGBLETF
13F holders, Q2 2025 (June 30)243holders +24
34new positions
12sold out
2famous investors
$33.44avg. 13F price*
At the end of Q2 2025, 243 institutions reported holding Cap Group Core Balanced (CGBL) in their 13F filings, up 24 from Q1 2025. 34 opened new positions and 12 sold out. The largest holders were LPL Financial LLC ($249.1M), Envestnet Asset Management Inc. ($138.4M) and Advance Capital Management, Inc. ($90.5M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Cap Group Core Balanced
- Filed as
- CAPITAL GROUP CORE BALANCED (Q2 2025)
- CUSIP
- 14021D107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 34 | $33.7M |
| Exits | 12 | $9.4M |
All 13F filers, Q1 2025 → Q2 2025: 12,870,327 shares bought and 1,455,693 shares sold, net +11,414,634 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 243 holders
| LPL Financial LLC | 0.08% | Add +35.3% | 7,448,979 | $249.1M |
| Envestnet Asset Management Inc. | 0.04% | Add +31.6% | 4,140,219 | $138.4M |
| Advance Capital Management, Inc. | 4.10% | Add +24.4% | 2,707,404 | $90.5M |
| Morgan Stanley | 0.01% | Add +9.2% | 2,402,025 | $80.3M |
| Cwm, LLC | 0.26% | Add +208.6% | 2,207,565 | $73.8M |
| Raymond James Financial Inc. | 0.02% | Add +75.6% | 1,838,766 | $61.5M |
| Commonwealth Equity Services, LLC | 0.08% | Reduce -0.2% | 1,818,806 | $60.8M |
| Wealth Enhancement Advisory Services, LLC | 0.10% | Add +3.4% | 1,796,522 | $60.5M |
| Cetera Investment Advisers | 0.10% | Add +12.2% | 1,744,688 | $58.3M |
| Cambridge Investment Research Advisors, Inc. | 0.17% | Add +5.6% | 1,636,062 | $54.7M |
| Royal Bank of Canada | 0.01% | Add +1.6% | 1,533,507 | $51.3M |
| Osaic Holdings, Inc. | 0.09% | Reduce -12.2% | 1,432,969 | $47.9M |
| Kestra Advisory Services, LLC | 0.13% | Add +20.0% | 807,188 | $27.0M |
| MML Investors Services, LLC | 0.07% | Add +24.8% | 706,202 | $23.6M |
| St Germain D J Co. Inc. | 0.94% | Reduce -7.5% | 652,940 | $21.8M |
| Jones Financial Companies LLLP | 0.02% | Add +103.3% | 644,046 | $21.5M |
| Wells Fargo & Company | 0.00% | Add +369145.8% | 612,948 | $20.5M |
| Mariner, LLC | 0.03% | Add +6.8% | 560,777 | $18.8M |
| Kestra Private Wealth Services, LLC | 0.22% | Add +125.9% | 459,776 | $15.4M |
| Private Advisor Group, LLC | 0.08% | Add +20.1% | 444,601 | $14.9M |
| Stifel Financial Corp. | 0.01% | Add +56.4% | 439,413 | $14.7M |
| Harbour Investments, Inc. | 0.37% | Add +37.3% | 436,456 | $14.6M |
| Greenbush Financial Group, LLC | 6.34% | Add +30.6% | 435,176 | $14.6M |
| B. Riley Wealth Advisors, Inc. | 0.62% | Add +18.5% | 384,074 | $12.8M |
| Base Wealth Management LLC | 7.89% | Add +1.6% | 368,189 | $12.3M |
| Cary Street Partners Financial LLC | 0.34% | Add +4825.9% | 367,032 | $12.3M |
| Concurrent Investment Advisors, LLC | 0.23% | Add +78.6% | 355,793 | $11.9M |
| Great Valley Advisor Group, Inc. | 0.26% | Add +25.4% | 344,272 | $11.5M |
| Smartleaf Asset Management LLC | 0.99% | Add +13.4% | 336,809 | $11.3M |
| Janney Montgomery Scott LLC | 0.03% | Add +69.5% | 310,430 | $10.4M |
| Susquehanna International Group, LLP | 0.02% | New | 304,914 | $10.2M |
| Mesirow Financial Investment Management, Inc. | 0.19% | Add +10.4% | 289,500 | $9.7M |
| Hartmann Taylor Wealth Management, LLC | 8.00% | Reduce -1.5% | 287,133 | $9.6M |
| VestGen Advisors, LLC | 0.37% | Add +5.2% | 277,245 | $9.3M |
| Confluence Wealth Services, Inc. | 0.50% | Add +3.5% | 271,820 | $9.1M |
| Benjamin Edwards Inc. | 0.11% | Add +40.9% | 265,893 | $8.9M |
| D.A. Davidson & Co. | 0.06% | Add +11.3% | 263,062 | $8.8M |
| Old Mission Capital LLC | 0.23% | Add +563.0% | 261,722 | $8.8M |
| Citadel Advisors | 0.01% | Add +469.1% | 255,847 | $8.6M |
| Quantum Financial Planning Services, Inc. | 3.74% | Add +2113.8% | 237,715 | $7.9M |
| KWB Wealth | 0.87% | Add +68.0% | 232,371 | $7.2M |
| IFP Advisors, Inc | 0.20% | Add +16.5% | 210,471 | $7.0M |
| Johnson Bixby & Associates, LLC | 0.95% | Reduce -0.6% | 206,975 | $6.9M |
| Baird Financial Group, Inc. | 0.01% | Add +3.6% | 203,993 | $6.8M |
| Flagship Harbor Advisors, LLC | 0.31% | New | 194,959 | $6.5M |
| Capital Management Associates, Inc | 1.97% | Reduce -40.5% | 186,189 | $6.2M |
| HighTower Advisors, LLC | 0.01% | Add +8.7% | 184,414 | $6.2M |
| Endeavor Private Wealth, Inc. | 2.91% | Add +24.8% | 183,381 | $6.2M |
| Founders Financial Securities LLC | 0.46% | Add +12.0% | 182,165 | $6.1M |
| Capital Group Private Client Services, Inc. | 0.05% | Add +9.2% | 173,825 | $5.8M |
| &partners | 0.04% | Add +47.0% | 164,127 | $5.5M |
| High Net Worth Advisory Group LLC | 1.46% | Add +18.9% | 164,745 | $5.5M |
| Worth Asset Management, LLC | 2.66% | Add +70.4% | 161,429 | $5.4M |
| LongView Wealth Management | 1.61% | Add +18.2% | 158,837 | $5.3M |
| Merit Financial Group, LLC | 0.06% | Add +119.3% | 156,348 | $5.2M |
| Cullen/Frost Bankers, Inc. | 0.07% | Add +41.4% | 155,280 | $5.2M |
| Smith, Moore & Co. | 0.43% | Add +23.6% | 153,168 | $5.1M |
| Sunbelt Securities, Inc. | 0.43% | Add +0.3% | 156,919 | $4.9M |
| Jane Street Group, LLC | 0.01% | Reduce -50.2% | 140,000 | $4.7M |
| Tempus Wealth Planning, LLC | 1.12% | Add +2.5% | 134,649 | $4.5M |
| NewEdge Advisors, LLC | 0.02% | Add +293.7% | 133,638 | $4.5M |
| World Investment Advisors | 0.10% | Add +25.7% | 132,554 | $4.4M |
| Strategic Blueprint, LLC | 0.22% | Add +316.2% | 131,834 | $4.4M |
| Acas, LLC | 2.92% | Add +9.3% | 127,742 | $4.4M |
| Seamount Financial Group Inc. | 2.18% | Add +19.5% | 126,907 | $4.2M |
| Advisory Services Network, LLC | 0.07% | Reduce -34.5% | 121,134 | $4.1M |
| Sagespring Wealth Partners, LLC | 0.09% | Add +27.3% | 119,313 | $4.0M |
| UBS Group AG | 0.00% | Add +24.4% | 113,689 | $3.8M |
| Thoroughbred Financial Services, LLC | 0.26% | Add +27.1% | 112,179 | $3.8M |
| Geneos Wealth Management Inc. | 0.09% | Add +439.1% | 110,417 | $3.7M |
| Challenger Wealth Management | 2.53% | Reduce -6.1% | 109,258 | $3.7M |
| Westside Investment Management, Inc. | 0.67% | Add +8.6% | 108,068 | $3.6M |
| Integrated Wealth Concepts LLC | 0.04% | Add +32.6% | 106,710 | $3.6M |
| Clarity Wealth Advisors, LLC | 0.88% | Add +19.7% | 106,568 | $3.6M |
| Taylor Financial Group, Inc. | 2.18% | Add +11.1% | 104,370 | $3.5M |
| CVFG LLC | 2.75% | Add +17.8% | 103,662 | $3.5M |
| Sigma Planning Corp | 0.10% | Add +35.0% | 100,967 | $3.4M |
| J Hagan Capital, Inc. | 2.23% | Reduce -18.6% | 97,879 | $3.3M |
| Bleakley Financial Group, LLC | 0.08% | Add +52.5% | 94,682 | $3.2M |
| Centaurus Financial, Inc. | 0.18% | Add +28.1% | 93,507 | $3.1M |
| CWS Financial Advisors, LLC | 0.91% | Add +32.2% | 93,389 | $3.1M |
| Renaissance Technologies | 0.00% | New | 93,100 | $3.1M |
| CLG LLC | 0.96% | Add +125.2% | 92,348 | $3.1M |
| Gerber Kawasaki Wealth & Investment Management | 0.12% | Add +23.1% | 91,327 | $3.1M |
| Signature Estate & Investment Advisors LLC | 0.07% | Add +13.8% | 89,976 | $3.0M |
| Clear Creek Financial Management, LLC | 0.29% | Add +6.5% | 89,959 | $3.0M |
| Equitable Holdings, Inc. | 0.02% | Add +353.8% | 89,923 | $3.0M |
| Prospera Financial Services Inc | 0.05% | Add +42.4% | 87,584 | $2.9M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -54.7% | 85,501 | $2.9M |
| Essex Financial Services, Inc. | 0.19% | Add +48.8% | 85,482 | $2.9M |
| Venture Visionary Partners LLC | 0.11% | Add +52.5% | 85,405 | $2.9M |
| Stratos Wealth Partners, LTD. | 0.04% | Add +237.3% | 83,082 | $2.8M |
| RFG Advisory, LLC | 0.06% | Add +76.8% | 82,545 | $2.8M |
| Captrust Financial Advisors | 0.01% | Add +20.3% | 81,796 | $2.7M |
| Truist Financial Corp. | 0.00% | Add +9.6% | 79,312 | $2.7M |
| Sovran Advisors, LLC | 0.27% | Add +1024.3% | 75,663 | $2.5M |
| Mascagni Wealth Management, Inc. | 1.91% | Reduce -12.8% | 67,080 | $2.2M |
| StrongBox Wealth, LLC | 0.85% | Add +4.4% | 66,782 | $2.2M |
| Koshinski Asset Management, Inc. | 0.16% | Add +4.8% | 64,610 | $2.2M |
| Valmark Advisers, Inc. | 0.03% | Add +35.6% | 64,442 | $2.2M |
"% of holder's portfolio" is CGBL's weight in each manager's 13F, not the share of Cap Group Core Balanced the manager owns.